401(k) · DOL Form 5500 · 2023
Sullivan & Worcester LLP 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 56
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $396,761
- Avg per participant High balance/head
Official DOL plan name: Sullivan & Worcester LLP Savings and Investment Plan for Associates · Sponsored by Sullivan & Worcester LLP · Massachusetts · Professional & Technical Services
$22M in assets, 56 participants
Sullivan & Worcester LLP's Sullivan & Worcester LLP Savings and Investment Plan for Associates reported $22M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 75th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #15,153 in Professional & Technical Services (20,321 peers)
Where Sullivan & Worcester LLP Savings and Investment Plan for Associates sits by assets
Sullivan & Worcester LLP Savings and Investment Plan for Associates sits in the top quartile of all filed plans by assets, $22M for 56 participants (~$396,761/participant), up 10.0% in 2023.
- #15,153
- in Professional & Technical Services (20,321 peers)
- +10.0%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Sullivan & Worcester LLP Savings and Investment Plan for Associates's outsized position by total assets
Sullivan & Worcester LLP Savings and Investment Plan for Associates vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,218,598 Top 25% higher than 75% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sullivan & Worcester LLP Savings and Investment Plan for Associates among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sullivan & Worcester LLP Savings and Investment Plan for Associates is a small filing (56 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sullivan & Worcester LLP Savings and Investment Plan for Associates reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Sullivan & Worcester LLP Savings and Investment Plan for Associates reported participants fell from 63 in the plan year 2022 filing to 56 in the plan year 2023 filing.
- Sullivan & Worcester LLP Savings and Investment Plan for Associates end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042387531 · Sullivan & Worcester LLP PY 2023 · 401(k)
Sullivan & Worcester LLP Savings and Investment Plan for Associates · $22M · 56 · 75th
- EBSA $22M
- PART 56
- TYPE 75th
- NET 401(k)
- BOOK near National Public Media, LLC 401(k) Savings Plan
- VS-ST ind #15153
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Massachusetts →
Sullivan & Worcester LLP Savings and Investment Plan for Associates in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 042387531 |
| Plan Effective Date | 1996-09-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sullivan & Worcester LLP)
Sponsor-wide plan assets over time
All Sullivan & Worcester LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $239M 17.902557091527118% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 431 | $202M |
| 2023 | 3 | 399 | $217M |
| 2024 | 3 | 413 | $239M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Sullivan & Worcester LLP Savings and Investment Plan for Associates's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is National Public Media, LLC 401(k) Savings Plan in DC ($22M); by covered participants it is Specialty Steak Service Retirement Plan in PA (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- National Public Media, LLC 401(k) Savings Plan (DC) $22M · 101
- Haws Retirement Plan (NV) $22M · 146
- Thomas, Judy and Tucker 401(k) Profit Sharing Plan (NC) $22M · 169
- Hawker Pacific Aerospace 401(k) Plan (CA) $22M · 242
Similar participant headcount
Nearest other-state filings by covered participants (56 participants); asset peers above are excluded.
- Specialty Steak Service Retirement Plan (PA) 56 · 0 off
- Pf Labor Denver LLC 401(k) Profit Sharing Plan & Trust (ND) 56 · 0 off
- Dreyfous & Associates Retirement Plan (PR) 56 · 0 off
- Private Client Group Pep (FL) 56 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.